Wealth Enhancement Advisory Services
FTEC icon

Wealth Enhancement Advisory Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.64M Buy
23,544
+4,963
+27% +$1.3M 0.01% 855
2026
Q1 		$3.95M Sell
18,581
-9,707
-34% -$2.13M 0.01% 1020
2025
Q4 		$6.47M Buy
28,288
+1,754
+7% +$397K 0.01% 894
2025
Q3 		$5.96M Buy
26,534
+2,081
+9% +$433K 0.01% 863
2025
Q2 		$4.9M Sell
24,453
-3,037
-11% -$525K 0.01% 906
2025
Q1 		$4.43M Sell
27,490
-3,091
-10% -$554K 0.01% 878
2024
Q4 		$5.65M Buy
30,581
+6,758
+28% +$1.24M 0.01% 758
2024
Q3 		$4.16M Sell
23,823
-472
-2% -$79.8K 0.01% 787
2024
Q2 		$4.17M Buy
24,295
+6,913
+40% +$1.09M 0.01% 736
2024
Q1 		$2.71M Buy
17,382
+287
+2% +$43.2K 0.01% 839
2023
Q4 		$2.46M Sell
17,095
-411
-2% -$54.4K 0.01% 840
2023
Q3 		$2.15M Buy
17,506
+13,682
+358% +$1.76M 0.01% 835
2023
Q2 		$500K Buy
+3,824
New +$454K 0.01% 353

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Wealth Enhancement Advisory Services's FTEC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 27% in Q2 2026, buying an estimated $1.3M and bringing the position to 23,544 shares worth $6.64M. The position accounts for 0.01% of the portfolio, ranked #855.

Wealth Enhancement Advisory Services first reported a position in FTEC in Q2 2023 and has held it in 13 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 23,544 shares of Fidelity MSCI Information Technology Index ETF worth $6.64M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,963 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $1.3M.
  • Fidelity MSCI Information Technology Index ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #855 holding.
  • Wealth Enhancement Advisory Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2023 and has held it in 13 quarters since.
  • 654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.